[GH-ISSUE #47] Calculation Register Records endpoint parametrize #6

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opened 2026-03-03 11:58:19 +03:00 by kerem · 1 comment

kerem commented

2026-03-03 11:58:19 +03:00

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Originally created by @sergeiosipov on GitHub (Jul 14, 2025).
Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/47

"api/v1/portfolios/portfolio-register/calculate-records/"
1. Change parameter "portfolios" to "registers" (so that we will have better control over what registers exactly are calculated for portfolios). Registers can be a list, if null -> take all registers.
2. Add parameter: "date_from" - used to filter out all transactions of date_accounting (trade date)>=date_from used to calculate register records; used to delete all existing register records of the register because changes will affect all following register records. If null -> delete register since inception and calculate register records since inception.
3. Add parameter: "date_to" - used to filter out all transactions of date_accounting (trade date)<=date_to used to calculate register records to restrict calculation to a specific date (e.g. we plan to add more data and calculate other dates later. If null -> delete register records until yesterday and calculate register records until yesterday.

Originally created by @sergeiosipov on GitHub (Jul 14, 2025). Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/47 1. "api/v1/portfolios/portfolio-register/calculate-records/" 1) Change parameter "portfolios" to "registers" (so that we will have better control over what registers exactly are calculated for portfolios). Registers can be a list, if null -> take all registers. 2) Add parameter: "date_from" - used to filter out all transactions of date_accounting (trade date)>=date_from used to calculate register records; used to delete all existing register records of the register because changes will affect all following register records. If null -> delete register since inception and calculate register records since inception. 3) Add parameter: "date_to" - used to filter out all transactions of date_accounting (trade date)<=date_to used to calculate register records to restrict calculation to a specific date (e.g. we plan to add more data and calculate other dates later. If null -> delete register records until yesterday and calculate register records until yesterday.